Fund of the Week: Fidelity® Series Real Estate (FREDX)

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Fund of the Week: Fidelity® Series Real Estate (FREDX)

Shauna O'Brien Apr 01, 2015

This week, Sears (SHLD) and General Growth Properties (GGP) announced that they have entered into a real estate joint venture, bringing the REIT industry into the spotlight. To highlight this deal, we have chosen the Fidelity® Series Real Estate (FREDX) as this week’s fund of the week.

Inside the Fund

The fund was launched in 2011 and is managed by Samuel Wald. Currently, it has about $1.2 billion in assets under management (AUM).

This fund is composed primarily of REITs of various types that are based in the U.S.

Historical Performance

Largest Holdings

Over 30% of the fund’s portfolio is composed of its top five holdings. These holdings are mostly positive YTD.


The Bottom Line

For investors seeking exposure to the REIT industry, this fund may prove to be a well-rounded choice.

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